Long-term investor
Berkeley, Inc. @berkeleyinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002051965).
Record
- Tracked since 2025-06-30 (445 days), 63 trades recorded
- Returns: week n/a · month n/a · 90 days +7.7% · 6 months n/a · 1 year +10.2% · all +10.2%
- Max drawdown n/a · win rate 25% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IDHQ · 9.1% · long · since 2025-06-30
- DSTL · 6.8% · long · since 2025-06-30
- V · 5.7% · long · since 2025-06-30
- IUS · 4.8% · long · since 2025-06-30
- OPPJ · 4.1% · long · since 2025-06-30
- GOOGL · 3.9% · long · since 2025-06-30
- MKL · 3.5% · long · since 2025-06-30
- NVR · 3.0% · long · since 2025-06-30
- EVMO · 3.0% · long · since 2025-09-30
- IHDG · 2.9% · long · since 2025-06-30
- AMZN · 2.9% · long · since 2025-06-30
- SPGI · 2.6% · long · since 2025-06-30